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[@JapanDeepValue1](/creator/twitter/JapanDeepValue1)
"I am well aware that bearish views are getting huge engagement these days and for some good reasons. I have some concerns that we are setting up for mini version of Aug 2024 for Japan risk assets. The setup is eerily similar to the point that its worth consideration. JPY is death spiraling into the somewhat misguided view that the newly elected PM will be able to influence some dovish agenda with regards to monetary policy when the econ data is supportive of rate hikes. In my view the rapid JPY decline is demonstrating the large inflow of foreign capital (CTA/Macro) similar to what we say"  
[X Link](https://x.com/JapanDeepValue1/status/1975736032227475591) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-08T01:32Z 6005 followers, 7940 engagements


"Feels like this should matter but alas This is Japan "Japan's largest bullion retailer (Tanaka Precious Metals) has suspended sales of small gold bars after unprecedented demand wiped out inventories nationwide. Local media reported five-hour queues snaking around the company's flagship Ginza store.""  
[X Link](https://x.com/JapanDeepValue1/status/1978959222131036261) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-16T23:00Z 6005 followers, 1120 engagements


"@wangzjeff Well being bearish on it vs saying that 500bn+ mkt cap might be too rich are two separate things. Few are saying its going to burn to the ground"  
[X Link](https://x.com/JapanDeepValue1/status/1979328790963851353) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-17T23:28Z 6005 followers, XXX engagements


"@ACapitalLP $cvna was the only one that I was able to get over the line on due to sentiment around first brands/tricolor and overall subprime. Ofc the biz is stupid overvalued but I dont think that alone matters now but a shift in sentiment might"  
[X Link](https://x.com/JapanDeepValue1/status/1979434266581971423) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-18T06:27Z 6005 followers, XXX engagements


"Every day I am more and more convinced that almost nothing should be listed in Japan. I see these companies really finally making an effort to improve governance and shareholder returns and investors for the most part want nothing to do with it. Delist everything asap"  
[X Link](https://x.com/JapanDeepValue1/status/1890278382765764734) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-02-14T05:54Z 5996 followers, 6633 engagements


"MaRkETs aRE EffIciENT. Check out this 6967.T Shinko. JIC succeeded its its Tender Offer Buyout and hold XXXX% as of 3/19. The last X% is mostly held by passives (TPX MSCI) who will sell on the deletion events. HFs often short tender in the hopes they can cover their short position at a lower price from these passive sellers. Anyone left holdings shares after the stock delists gets cash from the company in the squeeze-out at the TOB price (in this case 5920). So 6967 now trading XX% above that. my guess is that someone thought they had "secure borrow" that has now been recalled. This almost"  
[X Link](https://x.com/JapanDeepValue1/status/1905127452126707913) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-03-27T05:19Z 5997 followers, 9564 engagements


"*TOYODA GOSEI TO LAUNCH OFFER FOR ASHIMORI AT 4140 YEN/SHARE wow big premium Toyota continues to divest. its really happening in Japan also *KATSURAGAWA ELEC. TO BE TAKEN PRIVATE IN MANAGEMENT BUYOUT AT XXX *SENKO GROUP TO PAY XXX YEN/SHARE IN TENDER OFFER FOR VERITE"  
[X Link](https://x.com/JapanDeepValue1/status/1953721781178839357) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-08-08T07:35Z 6002 followers, 1926 engagements


"lots of love for Hikari Tsushin on JapanFitTwit anyone do work on S-Pool (2471.T)- not a deep value situation but looks like a decent free cash flow situation. "Hikari Tsushin Co. Ltd. and its joint holders' shareholding ratio in S-Pool increased from XXXXX% to 20.04%""  
[X Link](https://x.com/JapanDeepValue1/status/1972512964176732628) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-09-29T04:05Z 6001 followers, 4687 engagements


"@silberschmelzer Quite rare for me to get over the line on a short thesis in a US bull market listed shitco but my goodness does CVNA tick a lot of boxes here"  
[X Link](https://x.com/JapanDeepValue1/status/1976052313157722561) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-08T22:29Z 5995 followers, XXX engagements


"sometimes I'm my own worst enemy the exit seemed great at the time but way too early in hindsight. incredible move here if anyone is still around"  
[X Link](https://x.com/JapanDeepValue1/status/1976133737017639052) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-09T03:52Z 5997 followers, 1188 engagements


"@lukesdupont @himichaelhe Its XX% for standard so this falls under the threshold but JPX provides multi-year improvement periods and flexibility if the company meets other thresholds (it does). Its dumb to remain listedthe net cash alone covers the float at a multiple x premium"  
[X Link](https://x.com/JapanDeepValue1/status/1979435997235679419) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-18T06:34Z 6002 followers, XXX engagements


"@lukesdupont @himichaelhe Interesting to see these types of articles. I think it will be impossible for situations like this to exist for many more years. We are finally moving Just need to be patient a little longer 😂"  
[X Link](https://x.com/JapanDeepValue1/status/1979437190552932404) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-18T06:39Z 6001 followers, XXX engagements


"@lukesdupont Ive been interested in CUC post TRYT deal (the M3 ownership angle). But the biz is not great. seems like something has to happen there eventually. Will put charm on my radar"  
[X Link](https://x.com/JapanDeepValue1/status/1979441015967879417) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-18T06:54Z 6002 followers, XXX engagements


"2389.T Digital Holdings. I am just a remora on the back of Silvercape and yet another "takeunder". The stock has traded well recently but this HAKUHODO TOB price of 1970 still looks bad. 2389 cash flows has a strong balance sheet with high net cash. Silvercape can block"  
[X Link](https://x.com/JapanDeepValue1/status/1966298627250491752) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-09-12T00:31Z 6002 followers, 2483 engagements


"I've commented on this one in a few replies but this 7455.T (Paris Miki) is one that might be worth having a post. Not only does it check most of the boxes for Japan DeepV alue (2.8x EV/EBTIDA 0.5x P/B overcapitalized with cash nearly equal to market cap) but it also has a unique potential M&A angle. EssilorLuxotticas (the worlds largest eyewear manufacturer at $140bn) has a large holding in this tiny $100m mkt cap Paris Miki. They show up holding XXXXX% adding some in June 2024. (suspiciously. there is another holder on swap at BNP Milan that holds another XXXX% could it also be them) I'm"  
[X Link](https://x.com/JapanDeepValue1/status/1891347637829591081) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-02-17T04:43Z 6006 followers, 18K engagements


"@DutchRojas From health care to tech nonprofit is pure theater. OpenAi is still a non profit that is pumping its private market valuation to above $500bn and wants to start selling porn ads and partnering with Walmart"  
[X Link](https://x.com/JapanDeepValue1/status/1979281037462245803) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-17T20:19Z 6005 followers, XXX engagements


"Institutional investors are not ignoring them in Japan. They are actively selling them.after getting stuck years ago when they developed the bad idea to look. I genuinely do think its getting better but with the latest vintage of take-unders it is getting hard to justify the liquidity and time premium of investing in small cap value Japan"  
[X Link](https://x.com/JapanDeepValue1/status/1979328058629980646) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-17T23:25Z 6007 followers, XXX engagements


"@WaterworldCapi1 Haha you know my weak spot is for SoftBank slides. So many gems"  
[X Link](https://x.com/JapanDeepValue1/status/1979722192742187321) [@JapanDeepValue1](/creator/x/JapanDeepValue1) 2025-10-19T01:32Z 6007 followers, XX engagements